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Breaking Down Investments w/ @TangerineBank

Breaking Down Investments w/ @TangerineBank

Last month I spoke on panel about investments with Tangerine Bank. Not ONLY was it super fun (watch the Facebook Live below) but I learned quite a bit about investing, RSPs, fees, and funds.

Over the past few years I’ve shared my millennial money woes and it’s not been easy, sometimes embarrassing (remember the show Maxed Out?), but facing the problem head on helped me find a solution. Once I set a goal to payback school debt by 30, I stuck to it and accomplished my goal. Now I’m getting into investing my money so I have some later. I dream about retirement life all the TIME.

Investing can be fun! Press play on the video to see for yourself!

WATCH THE VIDEO

 

We’re LIVE at BrainStation breaking down investments with Tangerine Investments Director David McGann, Personal Finance Expert & Blogger Barry Choi, Millennial Money Expert Jessica Moorhouse, Award-winning Content Creator Casie Stewart and Chef Matt Basile of Fidel Gastro’s.


Here’s a few key takeaways I think are really important, like how much money you need, when to start, and watching out for fees.

How much $ do you need to start investing?

NOT A LOT. The most important thing is getting into the habit of putting money away. Once you start to see it grow, you want it to grow more. I love putting money in my TFSA, good security to see that nest egg.

When is the best time to start?

NOW. In the panel I said ‘a year from now you’ll wish you started today‘, this also works for the gym and eating healthy. Not matter what age you are, start putting some $$$ away. Mum set up my first mutual fund in high school after getting my first job, but I took the money out for university. I can only imagine what it would be now if I kept it all this time! ?

What do I invest in?

The right path for someone else is probably not the ideal one for you. I started with my TFSA, putting some money away from each cheque, now I’m looking at what to invest in next. There’s lots of resources online like Barry’s blog [moneywehave.com], Jessica’s website [jessicamoorhouse.com/resources], or on Tangerine’s Forward Thinking blog.

What about fees?
I am not an expert on this but this year CRM2 comes into play from the Canadian Securities Commission meaning your bank or advisor has to be clear about what they are making in a dollar amount (from your investments) not just 2% or 4%. You can get lower fees taking a bit more of a do-it-yourself route (ex. with Tangerine index-based Investment Funds


If you want to learn more I reco chatting to a friend, someone you know who has money, or making friends with Tangerine. They are all about ‘Forward Banking’ and I loved working with their team on this. I’ve set up a new account and will be putting some money into new funds that I pick via the internet. I’m pretty stoked tbn. Here’s to a great 2017!

Disclaimer: This post and my participation in the panel was sponsored by Tangerine, all opinions expressed are strictly mine, ALL MINE! ?

2 Upcoming Speaking Things: Jan 19th & 25th – Get Tickets!

warhol, art, speaking, business, casiestewart

If you missed my post over the weekend (here), I’m super excited about 2017 and the year is off to a great start!  Last week is LA was just what I needed to motivate and inspire. LET’S DO THIS.

I have two speaking gigs this month and both are FREE to attend. You can get a ticket on the links below.


January 19th – Breaking Down Investments @ Brainstation

January 19th I’m speaking on a panel with Tangerine Bank about investments. I’ve talked about my finances a few times of the years and this panel focusses on RSP and investment stuff for millennials. Tickets are free, there’s a Q&A, and you can enjoy refreshments with us at BrainStation. ?

Register for a Free Ticket 

tang


Jan 25th: Writers Recap CES + Smith Lowdown Focus + Ingress Nex Band

I’ll be joining a panel of journalists talking about wearable tech trends coming out of CES.  I’ve spoked at WWTO a few times and they get a HUGE crowd. There’s already 400+ people registered.Pizza Pizza and beer from Lake Wilcox Brewery will be served.  ?✌?

Register for a Free Ticket


Speaking | Get School’d Workshop on Saturday – Sign Up!

Speaking | Get School’d Workshop on Saturday – Sign Up!

On Saturday this weekend I’m hosting a lil’ workshop on building a brand online using social media. They’ve got a great series called Get School’d and last year I hosted one about Blogging. The Gladstone Hotel has made all the workshops free! Most of my talks are at conferences with tickets that are $$$ so this is a chance to come out and learn some stuff, ask questions without breaking the bank.

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This Is My Life | I’m doing a thing.

I’m doing my first TEDx talk this weekend at Western University and I’m pretty excited about it. The theme is The Human Condition and I’m talking about the internet and myself.  I think you will find intersting. PLUS it’s only about 15 minutes!  I’m not sure what time I’m on stage yet but I would really love you to watch me. I don’t ask for much and I seriously  think it will be entertaining and maybe you’ll even have some feelings.

Last night my sister and I went to visit mum for dinner and had an EPIC sing along to Adele on the way. I will edit the video this weekend but you might pee your pants. This is a small indication of the passion we had performing.

We all went out to buy lotto tickets together and this is my mum on the phone. Is she not the cutest ever. LOVE YOU. I should check mine, imagine I won?

Made me happy to see this on the table at mum’s house. I asked her for dinner to make shepherds pie and self-saucing chocolate pudding like she used to when we were kids. Nothing quite like family time and laughs around the dinner table. Since Scion Canada gave me a car this week I’m trying to make the most of every moment.

I’ll make sure to tell you when my talk is on Saturday as soon as I find out. When I don’t think about it I’m kinda nervous but when I practise and start rehearsing or talking to myself in the mirror. I feel excited!

Hope you’re having a great day 🙂